OUR TEAM

* indicates shareholder

MANAGEMENT COMMITTEE

DAVID C. FULTON, JR., CFA*

PRESIDENT and CEO

Carl J. Tippit, CFA*

Senior Managing Director

Gregory P. Althans, CPA/PFS, CFP®*

Senior Managing Director and Chief Wealth Strategist

Marilyn 1 2018

Charles B. Burkhart, Jr.*

External Board Member

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Jennifer Coleman*

External Board Member

Marilyn 1 2018

Marilyn Eisele*

External Board Member

EXECUTIVE LEADERSHIP

DAVID C. FULTON, JR., CFA*

PRESIDENT and CEO

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Kathleen Thompson*

Chief Financial Officer

Carl J. Tippit, CFA*

Senior Managing Director

Bradley D. Knapp, CFA, CAIA*

Senior Managing Director and Head of the Private Client Group

Michael J. Moss, CFP®*

Senior Managing Director and Head of Client Services

Michael P. Shebak III*

Senior Managing Director and Head of Institutional Consulting

Research & Investment Management

Carl J. Tippit, CFA*

Senior Managing Director

Silhouette_Man

Aneet P. Deshpande, CFA

Chief Investment Strategist, Managing Director

Thomas M. Seay*

Senior Managing Director, Research

JAMES D. AWAD

Senior Managing Director

Joseph D. Boushelle, CFA, CAIA*

Senior Managing Director, Research

Daniel Meges

DIRECTOR, RESEARCH

David A. McClearn, CFA*

Director of Portfolio Management

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Joe Nitting, CFA, CAIA

Analyst, Research

Mitchel H. Green

Senior Operations Associate

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Andrew Burger

Portfolio Manager

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Caroline Lyu

Portfolio Manager

Nancy Gallagher

Portfolio Manager

Silhouette_Man

Adam Felten

Associate Portfolio Manager

Erin D. H. Gray

Research Associate

Kimberly D. Trnavsky

Client Service Associate

INSTITUTIONAL CONSULTING GROUP

Michael P. Shebak III*

Senior Managing Director and Head of Institutional Consulting

Adam J. Blake, AIF®*

Senior Managing Director

Anthony M. Saracusa, CIMA®*

Senior Managing Director

Brian K. Hrabak, CFA*

Senior Managing Director

Grant B. Guyuron, CFA*

Senior Managing Director

Sarah E. Parker, AIF*

Senior Managing Director

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Lawrence M. Carone, CFA, CAIA*

Managing Director

John F. Colla, CFA*

MANAGING DIRECTOR

John D. Evans*

Managing Director

Brian T. Wunderle

DIRECTOR

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Joe Adams

Associate

Karen T. Buckley

Institutional Coordinator

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Luz Caraballo

Administrative Assistant

PRIVATE CLIENT GROUP

Bradley D. Knapp, CFA, CAIA*

Senior Managing Director and Head of the Private Client Group

Anthony G. Micheli, CPA*

Senior Managing Director

Michael J. Moss, CFP®*

Senior Managing Director and Head of Client Services

JAMES D. AWAD

Senior Managing Director

Gregory P. Althans, CPA/PFS, CFP®*

Senior Managing Director & Chief Wealth Strategist

James R. Pruce, CFP®, CPA*

Senior Managing Director

John Marino, CFP®, CPA*

Senior Managing Director

Michael S. Dearden, ATP®*

Senior Managing Director

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Satricia A. Rice, JD, CFA, CIMA®*

Senior Managing Director

Tracy A. Jemison, II*

Senior Managing Director

David P. Miller, CFP®, CPA

Managing Director

Gregory Q. Lonczak, CFP®*

Managing Director

Teresa A. LaCorte, CPA*

Managing Director, Tax

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Jonathan A. Watts, CPA

Managing Director, Client Services Group

Maureen Leneghan, CPA, CFP®*

Director of Financial Planning

Theodore J. Robbins, CPA , CFP®*

Director, Private Client Group

Emily C. Hajec

Senior Associate

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Grant W. Deprey, CPA

Senior Associate

Lisa M. Chavez, CPA

Senior Associate

A.J. Volpe

Planning Associate

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Corwin Sorley

Planning Associate

Silhouette_Man

Dave Flegal, CPA, CFP®

Planning Associate

Jack W. Dunn

Planning Associate

James T. Thomas, CPA

Planning Associate

Joseph Baranek

Planning Associate

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Kiana Woodgett

Planning Associate

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Allison E. Schaefer

Client Service Associate

Kimberly A. Herbst

Client Service Associate

Linda G. Bates

CLIENT SERVICE ASSOCIATE

Peggy E. Shalala

Client Service Associate

Susan A. Svenson

Client Service Associate

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Rachel Ratajczak

Administrative Assistant

Administration

Steven F. Wolken*

Chief Compliance Officer

Dennis M. Kasper*

Managing Director, Information Technology

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Jane F. Battes, SPHR*

Managing Director, Human Resources

Amber N. Franklin

Business Analyst

Bonny L. Constantino

Accounting & Compliance Associate

Jennifer D. Lucas

Office Administrator

Monica A. Fletcher

Associate, Marketing

Devra G. Woodard

Receptionist

REPORTING AND OPERATIONS

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Bianca L. Friscan*

Managing Director, Reporting & Operations

Maureen A. Berthelot

Database Coordinator

Sarah R. O'Connor

Institutional Operations Associate

Cristina T. Popoiu

Performance Analyst

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Claudia N. Colon

Performance Analyst

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Konstantin Goldberg

Performance Analyst

Sandra J. Wallenhorst

Associate

Susan E. Witalis

Trader

Find Your Clarity

We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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